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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,385 | $88,672+17.7% | $105,223-0.8% | $82,448+26.6% |
| Participation rate | 80.6% | 67.9%+12.7pp | 75.0%+5.6pp | 68.1%+12.6pp |
| Annual return | 15.62% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $7,961 | $3,048+161.2% | $3,689+115.8% | $2,551+212.1% |
| Participant deferral / active EE | $5,822 | $4,036+44.2% | $5,072+14.8% | $4,139+40.6% |
| Admin fee / account holder | $5,989 | $7,146-16.2% | $8,859-32.4% | $7,234-17.2% |